Tag Archives: energy

We are setting a calendar reminder for 2050 to revisit this post and see who’s right! There’s a lot more to this story… Login to see the full update…  To read this update and receive our research newsletters, you must be a member. If you are new to Infill Thinking, …

This week, we spent some time interacting with executives and senior finance folks from outside our core O&G rolodex… There’s a lot more to this story… Login to see the full update…  To read this update and receive our research newsletters, you must be a member. If you are new …

A powerful narrative shift is underway with big implications for U.S. oil and gas production, producers, and enablers… Login to see the full update…  To read this update and receive our research newsletters, you must be a member. If you are new to Infill Thinking, or your membership has expired, …

The world is a mess. The tyranny of an evil man is on full display, disrupting world order, and it won’t be soon forgotten as an uncertain globe witnesses unprovoked civilian devastation from the biggest military action in Europe since WWII. The ripple effects could obviously be profound. As a …

This week, we updated our WARN notice chart, tracking oilfield mass layoff activity back to 2011. We noticed that… There’s a lot more to this story… Login to see the full update…  To read this update and receive our research newsletters, you must be a member. If you are new …

This chart is gut wrenching, and we haven’t even gotten into May and June yet, which could be even worse. Our hearts ache with the impacted oilfield workers (and their families) that make all the stuff we love to write about happen. There’s a lot more to this story… Login …

In this update, three charts – one showing the surge of ESG interest in the oilfield and two others explaining why. The data is followed up with in-depth analysis and commentary on sentiment, investment, why it matters, who’s doing what, RFQ impacts, what oilfield niches have big ESG opportunities, and …